FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.38M
3
+$4.22M
4
AMZN icon
Amazon
AMZN
+$3.95M
5
FBNC icon
First Bancorp
FBNC
+$3.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
2 Financials 9.45%
3 Consumer Staples 7.75%
4 Consumer Discretionary 7.75%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4K ﹤0.01%
+72
1027
$4K ﹤0.01%
+80
1028
$4K ﹤0.01%
+179
1029
$4K ﹤0.01%
+34
1030
$4K ﹤0.01%
+1,457
1031
$4K ﹤0.01%
+50
1032
$4K ﹤0.01%
+87
1033
$4K ﹤0.01%
+300
1034
$4K ﹤0.01%
+40
1035
$4K ﹤0.01%
+42
1036
$4K ﹤0.01%
+20
1037
$4K ﹤0.01%
+96
1038
$4K ﹤0.01%
+231
1039
$4K ﹤0.01%
+26
1040
$4K ﹤0.01%
+280
1041
$4K ﹤0.01%
+326
1042
$4K ﹤0.01%
+138
1043
$4K ﹤0.01%
+101
1044
$4K ﹤0.01%
+160
1045
$4K ﹤0.01%
+59
1046
$4K ﹤0.01%
+200
1047
$4K ﹤0.01%
+21
1048
$4K ﹤0.01%
+250
1049
$4K ﹤0.01%
+55
1050
$4K ﹤0.01%
+62
40 41
42
43 44